Gretchen Meyer-Thornton
Gretchen Meyer-Thornton is a registered investment advisor at LPL Financial LLC, based in Latham, NY, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3 Lear Jet Ln Ste 201 N, Latham, NY, 12110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gretchen operates under multiple DBAs for her LPL business, including Empire Financial Advisors, Pachira Wealth Management, and Gretchen Meyer Financial. She also engages in non-variable insurance activities through Advisors Insurance Brokers (AIB) and owns Meyer Thornton Vacation Property, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations17 states
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